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- Custodian
- BNY Mellon · Broadridge · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2016
- Office Locations
- 5
Office Locations
About Vestwell Advisors LLC
Vestwell provides a workplace savings platform and plan support for employers, advisors, and partners, offering 401(k) options (Safe Harbor, Traditional, Solo(k), Starter(k)), 403(b), and adjacent benefits like student loan repayment, 529 savings, tuition reimbursement, emergency savings, and ABLE. Built to serve small through large organizations via TPAs, payroll/benefits, and financial institutions; investment implementation is primarily via public funds (mutual funds), with custody relationships that include BNY Mellon.
Team overview
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Owner & Executives
RYAN PATRICK ANDERSON
Advisor
- CRD
- --
- Ownership
- Less than 5%
Allison Leigh Brecher
Chief Compliance Officer, Chief Legal Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ADAM ROSS BUSH
--
- CRD
- #6239205
Christopher Gordon Eisser
--
- CRD
- #6566294
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,026,092,890 | $12,317 |
| Total | $1,026,092,890 | $12,317 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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